Best Financial Advisors near Leduc, AB

None of these firms is based in Leduc; they work from Edmonton (31 km), Sherwood Park (34 km) and Beaumont (14 km).

24 firms listed · 1 open 24/7 · 5 open weekends · 22 rated 4.5+ · 1 shows a licence

Data verified October 18, 2026

Voyage Financial Services

Voyage Financial Services

5.0 50 reviews
““I had a really positive experience with Voyage Financial as my Super Visa insurance provider.”
Edmonton, AB · 31 km from Leduc
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World Financial Group

World Financial Group

4.6 47 reviews
“Chad Neumeier has been my advisor for over 20 years and I have recommended him to friends and family.”
LicensedSince 2000
Edmonton, AB · 31 km from Leduc
i
Bespoke Book

Bespoke Book

5.0 7 reviews
“We highly recommend Bespoke to anyone seeking reliable and professional accounting services.”
Free consultationVirtual consultationsServes Edmonton, Alberta, CanadaSince 2024
Edmonton, AB · 31 km from Leduc
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Grow Your Wealth Financial Planning

Grow Your Wealth Financial Planning

5.0 23 reviews
“Very pleased with the services I've received - Shyam is extremely knowledgeable, well-organized, and good at generating different scenarios according to clients' financial priorities.”
Edmonton, AB · 31 km from Leduc
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Nobrega Financial

Nobrega Financial

5.0 6 reviews
“Unbelievable amazing staff that truely care about your future, money and quality of life”
Since 1988
Edmonton, AB · 31 km from Leduc
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Book onlineBook
The Financial Strategist

The Financial Strategist

5.0 1 review
Free consultationOpen 24 hours
Edmonton, AB · 31 km from Leduc
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The 24 firms listed for Leduc, AB offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Leduc, AB

22 of the 24 firms on this page have a rating, from 4.5 to 5.0 across 1,101 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (78%) and quality (66%). The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 1 is open around the clock; 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (6), retirement planning (3), business planning (2), insurance (2) and investment planning (2). 1 shows a licence on its website. 6 have ten or more years of experience, the longest 27 years. 1 offers urgent consultations; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 18 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Leduc offer a free first meeting?

4 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.

Navigator Financial Services

Navigator Financial Services

5.0 1 review
“John is very open and forthright in explaining the current market conditions and the recommendations that he has because of the current situation.”
Since 1999
Edmonton, AB · 31 km from Leduc
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Hacking Financial Strategies

Hacking Financial Strategies

4.5 2 reviews
Edmonton, AB · 31 km from Leduc
i
Brightview Financial Services

Brightview Financial Services

4.7 1 review
“Brightview was easy to work with and their competitive rates made it an easy choice to sign with them as our benefits provider.”
Beaumont, AB · 14 km from Leduc
i
Pinnacle Sovereign Wealth

Pinnacle Sovereign Wealth

5.0 1 review
“We really appreciate the personalized approach that Adrian takes; he took the time to understand our unique financial situation and goals.”
Since 2022
Edmonton, AB · 31 km from Leduc
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Wade Financial Services

Wade Financial Services

Edmonton, AB · 31 km from Leduc
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Kristine Page

Kristine Page

Free consultationSince 2021
Edmonton, AB · 31 km from Leduc
i
Money Mentors Edmonton

Money Mentors Edmonton

4.6 49 reviews
“Linda Mak uses passion, simplicity and creativity to help ensure each individual she works with has the knowledge and direction to improve their financial security.”
Virtual consultationsServes Alberta
Edmonton, AB · 31 km from Leduc
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Capital Edge Financial Planning

Capital Edge Financial Planning

4.9 42 reviews
“I would highly recommend to anyone looking for service built around good listening skills and expertise, engage Dave.”
Edmonton, AB · 31 km from Leduc
i
McGuire Financial Group

McGuire Financial Group

4.7 41 reviews
“Their infinite banking concept will make you think more differently and be in control of your own assets, not the banks!”
Since 1996
Edmonton, AB · 31 km from Leduc
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Blackburn Davis Financial

Blackburn Davis Financial

4.9 26 reviews
“After the first meeting with John and Stephen, I knew that this was not your typical give us your money and we will invest it business.”
3 attorneysVirtual consultationsSince 2008
Edmonton, AB · 31 km from Leduc
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Book onlineBook
KWB Accountants & Advisors

KWB Accountants & Advisors

5.0 26 reviews
“Amazing people who make it easy for our business to stay on track!”
Free consultationSince 2006
Edmonton, AB · 31 km from Leduc
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Advico

Advico

5.0 26 reviews
“We are very grateful for his professionalism and his advice on the life insurance plan he recommended to me and my husband.”
Sherwood Park, AB · 34 km from Leduc
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Statera Financial Planners

Statera Financial Planners

5.0 14 reviews
“They take care to keep abreast of current financial developments and economic trends so that they can provide personal advice on your financial strategy based on your circumstances and appetite for risk.”
Family-owned
Edmonton, AB · 31 km from Leduc
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High Level Wealth Management

High Level Wealth Management

5.0 13 reviews
“Having a well thought out financial plan, thanks to Kent, has meant I have been able to ride out these turbulent financial times without distress.”
Free consultationSince 2019Prices online
Edmonton, AB · 31 km from Leduc
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Yourwealth Advisory / iA Private Wealth

Yourwealth Advisory / iA Private Wealth

4.9 21 reviews
“You can always have great service, the deciding factor is you require the Returns As well!!!”
Edmonton, AB · 31 km from Leduc
i
Sunesis Financial CFP | Edmonton Financial Advisor

Sunesis Financial CFP | Edmonton Financial Advisor

5.0 18 reviews
“He has helped us to grow financially and put me and my fiancee in a position to move forward in life.”
Free consultationSince 2017
Sherwood Park, AB · 34 km from Leduc
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Gold Investment Management

Gold Investment Management

4.9 15 reviews
“During a tough time when I needed to make a withdrawal the staff were attentive and professional and Jon and George have provided consistent worry free performance.”
Serves Alberta, British Columbia +6Since 2007
Edmonton, AB · 31 km from Leduc
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Rick Fairley - Retirement Planner & Life Insurance Advisor

Rick Fairley - Retirement Planner & Life Insurance Advisor

5.0 8 reviews
“I am very appreciative of every aspect of his work and the way he manages my financial resources.”
Serves Edmonton, Alberta, Greater Vancouver
Edmonton, AB · 31 km from Leduc
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Why these companies made our list

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